2 results found

1. Affiliate Portal Permissions

   We are creating an affiliate program as a Foundation, and our Foundation has been in existence for over 30 years. Some of our affiliate partners already have funds set up with us because they are historical partners. We will provide a different level of access to donor information and donation amounts for our affiliates. We are running into setup roadblocks because several permissions are set as global or fund-level permissions that would be helpful to have on a more granular level—at the individual fund advisor and/or affiliate level. Specifically:

   Look Back Dates - Right now, this is a global-level permission that applies to every fund in CSuite. We would like to be able to give our Affiliate Advisors permission to specific donor information starting on a certain date, when they sign the agreement with us. (This applies to our historic partners, specifically.)

   Hide Donor Name, Email, Phone, Address settings: We do not share donor email or phone with non-affiliate partners. We would like to share more donor information with our affiliate partners, and this is a global setting that applies to all portals. Bringing permissions to the affiliate portal level would be helpful.

   Hide Amounts: This setting is currently at the fund level and it would be great to bring to the Fund Advisor and/or Affiliate Advisor level. Again, we do not share donation amounts with anyone except our affiliate partners. So, if we have a Designated fund set up, we would want the Affiliate advisor to see donation amounts, but not the fundholder who set up the fund.

   We are creating an affiliate program as a Foundation, and our Foundation has been in existence for over 30 years. Some of our affiliate partners already have funds set up with us because they are historical partners. We will provide a different level of access to donor information and donation amounts for our affiliates. We are running into setup roadblocks because several permissions are set as global or fund-level permissions that would be helpful to have on a more granular level—at the individual fund advisor and/or affiliate level. Specifically:

   Look Back Dates - Right now, this is a global-level permission… more

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   Proposed Idea  ·  0 comments  ·  Affiliate/Supporting Orgs  ·  Delete…  ·  Admin →
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2. Affiliate portal manual fund statements

   Currently under the affiliate portal view there is not an option to run a manual fund statement as under the donor portal view. Recently we had to update many of our funds to become affiliate funds. To keep the same functionality as was previously given to our fund advisors, we must attach the parent fund to the portal to be able to run a manual fund statement. This fund has zero dollars and can be confusing to our donors. We would like Foundant to create a manual fund statement button within the Affiliate portal that rolls the funds statements together, like the parent fund does, and produces a single fund statement.

   Currently under the affiliate portal view there is not an option to run a manual fund statement as under the donor portal view. Recently we had to update many of our funds to become affiliate funds. To keep the same functionality as was previously given to our fund advisors, we must attach the parent fund to the portal to be able to run a manual fund statement. This fund has zero dollars and can be confusing to our donors. We would like Foundant to create a manual fund statement button within the Affiliate portal that rolls the funds statements together,… more

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   Proposed Idea  ·  0 comments  ·  Affiliate/Supporting Orgs  ·  Delete…  ·  Admin →
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